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Trasfer data to QBO from SmartServ, Add Customer/Service Address, Maps,…
Trasfer data to QBO from SmartServ
Manual Sync
Customer/Address
SS to QBO
Click on Service Address [Click]
Transfer to QBO Button [Click]
QBO to SS
Settings Tab [Click]
Quickbooks subtab [Click]
Customers Section [Click]
Fetch all customers from QBO [Click]
Invoice
Click on Invoice [Click]
Transfer to QBO Button [Click]
Payments
Click on Invoice [Click]
Scroll down to check payment history
Transfer to QBO Button [Click]
Time Cards
Time Cards Tab [Click]
Transfer to QBO button of the record [Click]
Sales Tax
QBO to SS
Sales Tax Agency
Settings tab [Click]
Quickbooks subtab [Click]
Sales tax section [Click]
fetch all sales tax agencies from QBO [Click]
Sales tax Code
Settings tab [Click]
Quickbooks subtab [Click]
Sales tax section [Click]
fetch all sales tax code from QBO [Click]
Sales Tax rate
Settings tab [Click]
Quickbooks subtab [Click]
Sales tax section [Click]
fetch all sales tax rate from QBO [Click]
SS to QBO
Settings Tab [Click]
Sales Tax subtab [Click]
Edit Button of Sales Tax [Click]
Sync to QBO [Click]
Flat rate
SS to QBO
Settings tab [Click]
Flat rate subtab [Click]
Edit button of the record [Click]
Sync to QBO button [Click]
QBO to SS
Settings tab [Click]
Quickbooks subtab [Click]
Flat Rate Item Section [Click]
Fetch all flat rate item from QBO [Click]
Class
SS to QBO
Settings Tab [Click]
Invoicing subtab [Click]
Invoice classes table
Transfer Button [Click]
QBO to SS
Settings tab [Click]
Quickbooks subtab [Click]
Timecard subtab [Click]
Fetch all Classes from QBO button [Click]
(QBO to SS) Payment Method
Settings tab [Click]
Quickbooks subtab [Click]
Invoices Section [Click]
Fetch all payment method from QBO [Click]
QBO History (from QBO to SS)
Settings tab [Click]
Quickbooks subtab [Click]
Invoice subtab [Click]
Fetch all invoice history from QBO [Click]
Fetch all estimate history from QBO [Click]
(QBO to SS) Accounts
Settings tab [Click]
Quickbooks subtab [Click]
Account Section [Click]
Fetch all Accounts from QBO [Click]
Employee
(SS to QBO) Settings tab [Click]
Employee Subtab [Click]
"Sync to QBO button" [Click]
(QBO to SS) Setting tab [Click]
Quickbooks subtab [Click]
Timecard subtab [Click]
Fetch all employees from QBO button [Click]
Auto Sync
Customer (bi-directional)
Invoice (uni directional)
Time Card (uni directional)
Add Customer/Service Address
New Customer
Customer tab [Click]
Add new customer [Click]
Save [Click]
New Service Address
Edit button of billing address [Click]
Service locations section [Click]
Add new service address button [Click]
Save [Click]
Android
Add Ticket button [Click]
New customer
Add new customer button [Click]
Add Billing Address [Click]
Billing address same as service address [Click]
Save [Click]
Billing address is not same as service address [Click]
Checkbox - This customer is already stored in SmartServ
Search & Select [Click]
Save Customer [Click]
Checkbox - This customer is not stored in SmartServ
Save Customer [Click]
iOS
Add ticket top right "+" button [Click]
Add Customer top right "+" button [Click]
Done [Click]
Add Service Location
Search for a Customer [Click]
Click on the result [Click]
Add Service Address "+" button [Click]
Done [Click]
Maps
Tracking
Map tab [Click]
Live location [No click]
Select tech checkbox [Click]
Route [Click]
Service location pin for job details [Click]
Analytics
Map tab [Click]
Analytics subtab [Click]
tech drop down button for more details on visit [Click]
Add New Flat Rate Item
Settings tab [Click]
Flat rate subtab [Click]
Add item button [Click]
Add button [Click]